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Edge Capital Group

Latest statistics and disclosures from Edge Capital Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VYM, VOO, SPY, VIGI, IEFA, and represent 30.51% of Edge Capital Group's stock portfolio.
Added to shares of these 10 stocks: VOO (+$46M), IJH (+$24M), VMC (+$21M), VONG (+$20M), VTI (+$18M), WMT (+$12M), HCA (+$11M), DKS (+$10M), RTX (+$10M), ARCC (+$10M).
Started 51 new stock positions in VXUS, ASML, SPGM, ICE, AIG, MU, PAVE, FSK, IJJ, Sable Offshore Corp.
Reduced shares in these 10 stocks: COWZ (-$14M), VFMO (-$9.1M), IEFA (-$8.4M), , PLD (-$7.8M), IEMG (-$6.3M), DEO (-$6.3M), NSC (-$5.8M), MDT (-$5.7M), QCOM (-$5.1M).
Sold out of its positions in T, BUD, APO, BKNG, BMY, CME, CHTR, Flame Acquisition Corp, IEO, AMJ. MDLZ, NTR, SPYD, SNY, TSLA, WHR, APTV.
Edge Capital Group was a net buyer of stock by $220M.
Edge Capital Group has $2.0B in assets under management (AUM), dropping by 30.37%.
Central Index Key (CIK): 0001767220

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Portfolio Holdings for Edge Capital Group

Edge Capital Group holds 320 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard High Dividend Yield Index Etf Etf (VYM)	9.7	$194M	+3%	1.6M	120.99	View chart
Vanguard S&p 500 Etf Etf (VOO)	7.0	$140M	+48%	292k	480.70	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	6.4	$129M	+7%	247k	523.07	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	3.9	$79M		970k	81.53	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.5	$71M	-10%	954k	74.22	View chart
Vulcan Matls Stock (VMC)	2.4	$49M	+72%	180k	272.92	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.3	$46M	+16%	925k	50.17	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.1	$42M	+12%	380k	110.52	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	2.0	$39M	-26%	677k	58.11	View chart
Microsoft Corp Stock (MSFT)	1.7	$33M	-4%	79k	420.72	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.5	$31M	+2%	59k	525.73	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.5	$31M	+367%	504k	60.74	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.4	$27M	-14%	150k	182.61	View chart
Coca Cola Stock (KO)	1.3	$26M	+48%	417k	61.18	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.2	$24M	-20%	472k	51.60	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	1.2	$24M	-6%	204k	117.21	View chart
Rtx Corporation Stock (RTX)	1.2	$23M	+75%	240k	97.53	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.2	$23M	+345%	89k	259.90	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	1.1	$23M	-17%	41k	556.40	View chart
Broadcom Stock (AVGO)	1.1	$23M	-14%	17k	1325.39	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.1	$22M	+25%	64k	337.05	View chart
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)	1.1	$21M		4.8M	4.45	View chart
Morgan Stanley Stock (MS)	1.1	$21M	+19%	225k	94.16	View chart
Merck & Co Stock (MRK)	1.0	$21M	+30%	158k	131.95	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	1.0	$20M	NEW	225k	86.67	View chart
Apple Stock (AAPL)	1.0	$19M	-7%	112k	171.48	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$19M	+96%	96k	200.30	View chart
Johnson & Johnson Stock (JNJ)	0.9	$19M	+17%	117k	158.19	View chart
Walmart Stock (WMT)	0.9	$18M	+224%	293k	60.17	View chart
Targa Res Corp Stock (TRGP)	0.9	$17M	+4%	154k	111.99	View chart
Dicks Sporting Goods Stock (DKS)	0.8	$17M	+154%	74k	224.86	View chart
Hca Healthcare Stock (HCA)	0.8	$17M	+192%	49k	333.53	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$16M	-3%	375k	41.77	View chart
Qualcomm Stock (QCOM)	0.7	$15M	-25%	87k	169.30	View chart
Truist Finl Corp Stock (TFC)	0.7	$14M	+38%	348k	38.98	View chart
Vanguard Information Technology Etf Etf (VGT)	0.7	$13M	-8%	26k	524.34	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.6	$13M	+5%	186k	69.95	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$13M	+173%	26k	485.58	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.6	$12M	+8%	223k	54.81	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.6	$11M	-5%	116k	97.94	View chart
Chevron Corp Stock (CVX)	0.5	$11M	+30%	68k	157.74	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.5	$11M	+1181%	688k	15.38	View chart
Eli Lilly & Co Stock (LLY)	0.5	$11M		14k	777.96	View chart
Ares Capital Corp Cef (ARCC)	0.5	$11M	+1960%	503k	20.82	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.5	$10M	+4%	261k	39.66	View chart
Norfolk Southn Corp Stock (NSC)	0.5	$10M	-36%	39k	254.87	View chart
Relx Adr (RELX)	0.5	$9.9M		230k	43.29	View chart
Bunge Global Sa Stock (BG)	0.5	$9.8M	+28%	96k	102.52	View chart
Fs Kkr Cap Corp Cef (FSK)	0.5	$9.5M	NEW	500k	19.07	View chart
Astrazeneca Adr (AZN)	0.5	$9.5M		141k	67.75	View chart
Novo-nordisk A S Adr (NVO)	0.5	$9.2M	-3%	72k	128.40	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.4	$8.6M	NEW	841k	10.23	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$8.5M	-8%	20k	420.52	View chart
BP Adr (BP)	0.4	$8.5M	+4%	224k	37.68	View chart
Amazon Stock (AMZN)	0.4	$8.4M	+9%	46k	180.38	View chart
Stellantis Stock (STLA)	0.4	$8.2M	+5%	290k	28.41	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$8.2M	+37%	102k	80.63	View chart
Shell Plc Spon Ads Adr (SHEL)	0.4	$8.1M	+4%	121k	67.04	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$7.6M		12.00	634440.00	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.4	$7.6M	-22%	42k	179.11	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$7.5M		65k	116.24	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$7.5M	-2%	49k	152.26	View chart
Golub Cap Bdc Cef (GBDC)	0.4	$7.4M	+3%	445k	16.63	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.4	$7.4M		54k	136.05	View chart
Frontline Stock (FRO)	0.4	$7.3M	NEW	313k	23.38	View chart
Albertsons Cos Stock (ACI)	0.4	$7.2M	-26%	336k	21.44	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$6.9M	+10%	30k	228.59	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$6.9M		76k	90.44	View chart
Procter And Gamble Stock (PG)	0.3	$6.5M	+39%	40k	162.25	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$6.3M	+23%	79k	79.86	View chart
Bank America Corp Stock (BAC)	0.3	$6.2M	-10%	163k	37.92	View chart
Rockwell Automation Stock (ROK)	0.3	$6.1M	+102%	21k	291.33	View chart
Diamondback Energy Stock (FANG)	0.3	$6.1M		31k	198.17	View chart
Nvidia Corporation Stock (NVDA)	0.3	$5.7M		6.3k	903.53	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.3	$5.6M	-28%	173k	32.56	View chart
Home Depot Stock (HD)	0.3	$5.4M	+11%	14k	383.59	View chart
Parker-hannifin Corp Stock (PH)	0.3	$5.3M	+21%	9.5k	555.79	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.3	$5.2M	+45%	18k	288.04	View chart
Vanguard Value Etf Etf (VTV)	0.3	$5.1M	+3%	32k	162.86	View chart
Target Corp Stock (TGT)	0.3	$5.1M	+88%	29k	177.21	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$5.1M	+3%	15k	344.20	View chart
Kla Corp Stock (KLAC)	0.3	$5.1M	-6%	7.2k	698.57	View chart
Spdr Gold Shares Etf (GLD)	0.2	$5.0M		24k	205.72	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$5.0M	-6%	33k	150.93	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$4.9M	NEW	48k	103.79	View chart
Albemarle Corp Stock (ALB)	0.2	$4.9M		37k	131.74	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$4.9M	+75%	11k	454.87	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$4.8M	+11%	14k	346.61	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$4.6M	+4%	60k	75.98	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$4.5M	+1177%	48k	94.41	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$4.4M	+11%	20k	224.99	View chart
Ferguson Stock (FERG)	0.2	$4.4M	+26%	20k	218.43	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$4.4M		21k	208.27	View chart
Honeywell Intl Stock (HON)	0.2	$4.3M		21k	205.25	View chart
Newmarket Corp Stock (NEU)	0.2	$4.3M		6.8k	634.62	View chart
Medtronic Stock (MDT)	0.2	$4.2M	-57%	49k	87.15	View chart
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)	0.2	$4.2M	+19%	150k	27.76	View chart
Darden Restaurants Stock (DRI)	0.2	$4.1M	+18%	25k	167.15	View chart
Cousins Pptys Reit (CUZ)	0.2	$4.1M	+60%	170k	24.04	View chart
Oracle Corp Stock (ORCL)	0.2	$4.0M	-32%	32k	125.61	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$3.9M	-41%	19k	210.30	View chart
International Business Machs Stock (IBM)	0.2	$3.9M	+10%	21k	190.96	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.2	$3.9M	-14%	13k	300.08	View chart
Highwoods Pptys Reit (HIW)	0.2	$3.8M	+18%	146k	26.18	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$3.7M	NEW	25k	147.73	View chart
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)	0.2	$3.5M	NEW	125k	27.96	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.2	$3.5M	+46%	41k	85.06	View chart
Blackstone Stock (BX)	0.2	$3.4M	-10%	26k	131.37	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$3.0M	-8%	49k	62.06	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$3.0M	+32%	72k	41.08	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.1	$2.9M	+47%	67k	43.38	View chart
Union Pac Corp Stock (UNP)	0.1	$2.9M		12k	245.93	View chart
Visa Inc Com Cl A Stock (V)	0.1	$2.9M		10k	279.09	View chart
Runway Growth Finance Corp Stock (RWAY)	0.1	$2.6M	+23%	218k	12.12	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$2.6M	-9%	5.9k	444.04	View chart
Conocophillips Stock (COP)	0.1	$2.5M		20k	127.28	View chart
Salesforce Stock (CRM)	0.1	$2.4M		8.1k	301.18	View chart
Dorchester Minerals Lp Com Unit Stock (DMLP)	0.1	$2.4M		70k	33.72	View chart
Intel Corp Stock (INTC)	0.1	$2.3M	+118%	53k	44.17	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$2.3M	-10%	33k	68.80	View chart
Ishares Global Energy Etf Etf (IXC)	0.1	$2.1M	-44%	50k	42.95	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$2.1M		8.5k	249.87	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$2.1M		5.3k	397.73	View chart
Prologis Reit (PLD)	0.1	$2.0M	-79%	16k	130.22	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.1	$2.0M		31k	63.59	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$2.0M	NEW	33k	60.30	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.1	$1.9M	NEW	18k	108.50	View chart
Colgate Palmolive Stock (CL)	0.1	$1.9M	-2%	21k	90.05	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.8M	+6%	7.1k	249.74	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.8M		60k	29.18	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.7M	-29%	14k	123.18	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.6M	+2%	22k	73.15	View chart
Eog Res Stock (EOG)	0.1	$1.6M	+3%	12k	127.84	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.6M	+9%	2.7k	581.26	View chart
Amgen Stock (AMGN)	0.1	$1.5M	-10%	5.4k	284.32	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.5M	+5%	8.0k	191.88	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.5M		3.2k	481.50	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.5M	+6%	3.1k	494.75	View chart
Atlas Energy Solutions Stock (AESI)	0.1	$1.5M	+404%	67k	22.62	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.5M	-3%	19k	81.43	View chart
Texas Pacific Land Corporation Stock (TPL)	0.1	$1.5M	+212%	2.6k	578.51	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.5M		94k	15.73	View chart
Pepsico Stock (PEP)	0.1	$1.5M	-11%	8.4k	175.01	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.4M	-32%	8.3k	169.37	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.1	$1.3M		277k	4.77	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.3M	-2%	1.8k	732.60	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.3M	-64%	17k	78.64	View chart
Roper Technologies Stock (ROP)	0.1	$1.3M		2.3k	560.76	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$1.3M	-6%	24k	53.39	View chart
American Express Stock (AXP)	0.1	$1.2M	-9%	5.5k	227.69	View chart
Phillips 66 Stock (PSX)	0.1	$1.2M	+2%	7.6k	163.34	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$1.2M	+37%	7.5k	164.96	View chart
Caterpillar Stock (CAT)	0.1	$1.2M	-14%	3.3k	366.48	View chart
Nextera Energy Stock (NEE)	0.1	$1.2M		19k	63.91	View chart
Rubicon Technologies Inc Cl A Stock	0.1	$1.2M	+1607%	2.9M	0.40	View chart
Willscot Mobil Mini Hldng Corp Com Cl A Stock (WSC)	0.1	$1.2M		25k	46.50	View chart
Patterson-uti Energy Stock (PTEN)	0.1	$1.2M	NEW	97k	11.94	View chart
Ishares Bitcoin Trust Registered Etf	0.1	$1.1M	NEW	27k	40.47	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.1M	-4%	5.1k	213.15	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$1.1M	-38%	25k	43.04	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.1M		5.9k	180.49	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$1.0M	-13%	3.2k	320.59	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.1	$1.0M	-89%	6.8k	151.29	View chart
Netflix Stock (NFLX)	0.1	$1.0M		1.7k	607.33	View chart
Cdw Corp Stock (CDW)	0.0	$991k		3.9k	255.78	View chart
Duke Energy Corp Stock (DUK)	0.0	$977k		10k	96.71	View chart
Global Pmts Stock (GPN)	0.0	$970k		7.3k	133.66	View chart
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ)	0.0	$969k	-8%	14k	67.75	View chart
Mcdonalds Corp Stock (MCD)	0.0	$946k	+7%	3.4k	281.91	View chart
Adobe Stock (ADBE)	0.0	$944k	+6%	1.9k	504.60	View chart
Abbott Labs Stock (ABT)	0.0	$942k	-14%	8.3k	113.65	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$940k	-18%	5.9k	158.80	View chart
Nike Inc Cl B Stock (NKE)	0.0	$934k	+6%	9.9k	93.98	View chart
Danaher Corporation Stock (DHR)	0.0	$912k	-15%	3.7k	249.75	View chart
Wells Fargo Stock (WFC)	0.0	$909k		16k	57.96	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$907k	-83%	17k	54.40	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$898k	NEW	28k	31.95	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$885k	+110%	24k	36.19	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	0.0	$876k		14k	64.21	View chart
Enbridge Stock (ENB)	0.0	$876k	-13%	24k	36.18	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$865k	+3%	7.5k	115.30	View chart
Texas Instrs Stock (TXN)	0.0	$855k	+5%	4.9k	174.21	View chart
Palo Alto Networks Stock (PANW)	0.0	$830k	-28%	2.9k	284.13	View chart
Cisco Sys Stock (CSCO)	0.0	$799k	-8%	16k	49.91	View chart
Disney Walt Stock (DIS)	0.0	$784k	-5%	6.4k	122.35	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$778k		17k	45.41	View chart
Abbvie Stock (ABBV)	0.0	$769k	-10%	4.2k	182.10	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$707k	-13%	4.4k	161.60	View chart
Chubb Stock (CB)	0.0	$697k	+6%	2.7k	259.13	View chart
General Dynamics Corp Stock (GD)	0.0	$692k		2.5k	282.49	View chart
Boeing Stock (BA)	0.0	$689k	+48%	3.6k	192.99	View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA)	0.0	$688k	-3%	13k	54.59	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$680k		4.0k	171.98	View chart
Oneok Stock (OKE)	0.0	$679k	-84%	8.5k	80.17	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$651k	-10%	9.0k	72.34	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$637k	NEW	7.9k	80.51	View chart
Hubbell Stock (HUBB)	0.0	$616k	+21%	1.5k	415.05	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$606k		35k	17.56	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$602k	+34%	2.4k	250.04	View chart
Regions Financial Corp Stock (RF)	0.0	$592k	+84%	28k	21.04	View chart
First Bancorp N C Stock (FBNC)	0.0	$582k		16k	36.12	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$577k	-11%	6.7k	86.48	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$571k	-36%	9.3k	61.05	View chart
Southern Stock (SO)	0.0	$562k	-35%	7.8k	71.74	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$546k		8.0k	67.86	View chart
Dupont De Nemours Stock (DD)	0.0	$535k	+8%	7.0k	76.67	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$534k	NEW	8.9k	59.68	View chart
Pfizer Stock (PFE)	0.0	$513k	-19%	19k	27.75	View chart
Us Bancorp Del Stock (USB)	0.0	$506k	-7%	11k	44.70	View chart
Autodesk Stock (ADSK)	0.0	$482k	-10%	1.9k	260.42	View chart
Tjx Cos Stock (TJX)	0.0	$474k	+8%	4.7k	101.42	View chart
Iqvia Hldgs Stock (IQV)	0.0	$458k		1.8k	252.89	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$455k	-8%	4.1k	110.14	View chart
Williams Cos Stock (WMB)	0.0	$452k		12k	38.97	View chart
Goldman Sachs Group Stock (GS)	0.0	$442k	-19%	1.1k	417.69	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$437k		5.1k	85.88	View chart
Analog Devices Stock (ADI)	0.0	$437k	NEW	2.2k	197.79	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$434k	+7%	2.7k	161.60	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$433k	NEW	5.1k	84.09	View chart
Dow Stock (DOW)	0.0	$430k	-5%	7.4k	57.93	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$429k	-8%	9.9k	43.35	View chart
Travelers Companies Stock (TRV)	0.0	$428k	-10%	1.9k	230.11	View chart
Kb Home Stock (KBH)	0.0	$425k		6.0k	70.88	View chart
Altria Group Stock (MO)	0.0	$420k	-12%	9.6k	43.62	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$419k		18k	23.01	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$415k	-5%	23k	18.25	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$412k	-2%	9.8k	42.12	View chart
Blackrock Stock (BLK)	0.0	$406k	-11%	487.00	833.70	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$406k	NEW	4.0k	101.50	View chart
Synopsys Stock (SNPS)	0.0	$405k	NEW	708.00	571.50	View chart
Corteva Stock (CTVA)	0.0	$397k	+8%	6.9k	57.67	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh Etf (MINT)	0.0	$390k	-26%	3.9k	100.54	View chart
Hershey Stock (HSY)	0.0	$390k	+31%	2.0k	194.50	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$388k	NEW	15k	25.44	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.0	$387k		325.00	1191.97	View chart
Copart Stock (CPRT)	0.0	$385k	-54%	6.7k	57.92	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$381k		5.0k	76.81	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$380k		1.5k	247.45	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$378k	NEW	3.4k	110.50	View chart
Green Brick Partners Stock (GRBK)	0.0	$373k		6.2k	60.23	View chart
Ge Aerospace Stock (GE)	0.0	$366k	NEW	2.1k	175.53	View chart
Diageo Adr (DEO)	0.0	$361k	-94%	2.4k	148.74	View chart
Emerson Elec Stock (EMR)	0.0	$356k	NEW	3.1k	113.42	View chart
Paypal Hldgs Stock (PYPL)	0.0	$355k	+9%	5.3k	66.99	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$350k		8.5k	41.07	View chart
Eaton Corp Stock (ETN)	0.0	$344k		1.1k	312.68	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$344k	NEW	1.8k	187.35	View chart
Hess Corp Stock (HES)	0.0	$342k		2.2k	152.66	View chart
F N B Corp Stock (FNB)	0.0	$341k		24k	14.10	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$339k		2.6k	131.70	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$336k	-16%	2.7k	125.33	View chart
Starbucks Corp Stock (SBUX)	0.0	$329k	-8%	3.6k	91.39	View chart
Tractor Supply Stock (TSCO)	0.0	$323k		1.2k	261.72	View chart
Intercontinental Exchange Stock (ICE)	0.0	$323k	NEW	2.3k	137.43	View chart
Equifax Stock (EFX)	0.0	$320k		1.2k	267.52	View chart
Royal Bk Cda Stock (RY)	0.0	$318k		3.2k	100.88	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$313k	-36%	17k	18.34	View chart
Cvs Health Corp Stock (CVS)	0.0	$310k	NEW	3.9k	79.76	View chart
Carmax Stock (KMX)	0.0	$306k		3.5k	87.11	View chart
Globe Life Stock (GL)	0.0	$304k	-12%	2.6k	116.37	View chart
Novartis Adr (NVS)	0.0	$298k	+7%	3.1k	96.74	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$292k	-3%	3.1k	93.73	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$291k	NEW	1.7k	169.21	View chart
Fiserv Stock (FI)	0.0	$290k		1.8k	159.82	View chart
Genuine Parts Stock (GPC)	0.0	$285k	+14%	1.8k	154.93	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$284k	-15%	5.8k	49.24	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$283k	NEW	292.00	970.47	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$282k		4.3k	65.60	View chart
Ameriprise Finl Stock (AMP)	0.0	$281k		642.00	438.36	View chart
Intuitive Surgical Stock (ISRG)	0.0	$279k	-17%	700.00	399.09	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$275k	NEW	4.4k	63.17	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$275k	NEW	3.3k	84.44	View chart
Unilever Adr (UL)	0.0	$266k	-52%	5.3k	50.19	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$264k		5.6k	47.46	View chart
Elevance Health Stock (ELV)	0.0	$264k	-6%	509.00	518.54	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$263k	NEW	4.8k	54.43	View chart
Cheniere Energy Stock (LNG)	0.0	$263k		1.6k	161.28	View chart
Deere & Co Stock (DE)	0.0	$261k	NEW	636.00	410.74	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$256k	+10%	3.3k	77.32	View chart
Citigroup Stock (C)	0.0	$255k	-22%	4.0k	63.24	View chart
Kkr & Co Stock (KKR)	0.0	$252k	-35%	2.5k	100.58	View chart
T-mobile Us Stock (TMUS)	0.0	$251k		1.5k	163.22	View chart
Micron Technology Stock (MU)	0.0	$250k	NEW	2.1k	117.89	View chart
Tcw Transform Systems Etf Etf (NETZ)	0.0	$248k	NEW	3.6k	68.42	View chart
Marvell Technology Stock (MRVL)	0.0	$248k	NEW	3.5k	70.88	View chart
Pioneer Nat Res Stock (PXD)	0.0	$248k	-13%	944.00	262.40	View chart
Philip Morris Intl Stock (PM)	0.0	$247k	+20%	2.7k	91.63	View chart
Agco Corp Stock (AGCO)	0.0	$246k		2.0k	123.02	View chart
Martin Marietta Matls Stock (MLM)	0.0	$246k	NEW	400.00	613.94	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$244k	-2%	2.2k	112.57	View chart
Applied Matls Stock (AMAT)	0.0	$244k	NEW	1.2k	206.23	View chart
Rollins Stock (ROL)	0.0	$243k	NEW	5.3k	46.27	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$243k	-28%	896.00	270.80	View chart
Credit Accep Corp Mich Stock (CACC)	0.0	$240k		435.00	551.55	View chart
Stryker Corporation Stock (SYK)	0.0	$239k	NEW	668.00	357.87	View chart
Jacobs Solutions Stock (J)	0.0	$230k		1.5k	153.73	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.0	$229k		14k	15.98	View chart
Te Connectivity Stock (TEL)	0.0	$227k	NEW	1.6k	145.24	View chart
Penn Entertainment Stock (PENN)	0.0	$224k		12k	18.21	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$221k	-4%	3.1k	72.37	View chart
Everest Group Stock (EG)	0.0	$220k	NEW	553.00	397.50	View chart
Sable Offshore Corp Stock	0.0	$219k	NEW	20k	10.96	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.0	$219k	NEW	3.8k	56.98	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$217k	NEW	4.5k	47.62	View chart
American Intl Group Stock (AIG)	0.0	$215k	NEW	2.8k	78.17	View chart
Air Prods & Chems Stock (APD)	0.0	$214k	-88%	885.00	242.27	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$214k	NEW	1.8k	118.29	View chart
Capital One Finl Corp Stock (COF)	0.0	$213k	NEW	1.4k	148.89	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$208k	NEW	975.00	213.31	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$205k	NEW	5.2k	39.81	View chart
Verizon Communications Stock (VZ)	0.0	$202k	NEW	4.8k	41.96	View chart
Carlyle Secured Lending Cef (CGBD)	0.0	$184k		11k	16.28	View chart
Antero Midstream Corp Stock (AM)	0.0	$184k		13k	14.06	View chart
First Horizon Corporation Stock (FHN)	0.0	$164k	-14%	11k	15.40	View chart
Corecivic Reit (CXW)	0.0	$156k		10k	15.61	View chart
Sandridge Energy Stock (SD)	0.0	$146k		10k	14.57	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$106k	NEW	12k	8.73	View chart
Astrotech Corp Stock (ASTC)	0.0	$98k		11k	8.95	View chart
Innovage Hldg Corp Stock (INNV)	0.0	$67k		15k	4.44	View chart
Chargepoint Holdings Inc Com Cl A Stock (CHPT)	0.0	$20k	NEW	10k	1.90	View chart

Past Filings by Edge Capital Group

SEC 13F filings are viewable for Edge Capital Group going back to 2018

Edge Capital Group 2024 Q1 filed May 14, 2024
Edge Capital Group 2023 Q3 filed Nov. 13, 2023
Edge Capital Group 2023 Q2 filed Aug. 8, 2023
Edge Capital Group 2023 Q1 filed May 4, 2023
Edge Capital Group 2022 Q4 filed Feb. 7, 2023
Edge Capital Group 2022 Q3 filed Nov. 9, 2022
Edge Capital Group 2022 Q2 filed Aug. 8, 2022
Edge Capital Group 2022 Q1 filed May 3, 2022
Edge Capital Group 2021 Q4 filed Jan. 19, 2022
Edge Capital Group 2021 Q3 filed Oct. 26, 2021
Edge Capital Group 2021 Q2 filed Aug. 9, 2021
Edge Capital Group 2021 Q1 filed May 13, 2021
Edge Capital Group 2020 Q4 filed Feb. 16, 2021
Edge Capital Group 2020 Q3 filed Nov. 9, 2020
Edge Capital Group 2020 Q2 filed Aug. 11, 2020
Edge Capital Group 2020 Q1 filed May 8, 2020

View all past filings

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